SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.67B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,438
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.6M
4
TSLA icon
Tesla
TSLA
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M

Top Sells

1
+$18M
2
+$8.78M
3
+$8.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.32M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.47%
3 Consumer Discretionary 6.38%
4 Financials 6.13%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
$3.49K ﹤0.01%
+118
2902
$3.48K ﹤0.01%
95
2903
$3.47K ﹤0.01%
230
2904
$3.46K ﹤0.01%
3,065
-2,900
2905
$3.46K ﹤0.01%
300
2906
$3.46K ﹤0.01%
100
2907
$3.45K ﹤0.01%
461
2908
$3.43K ﹤0.01%
77
2909
$3.42K ﹤0.01%
50
2910
$3.41K ﹤0.01%
48
-152
2911
$3.37K ﹤0.01%
281
-267
2912
$3.35K ﹤0.01%
140
-100
2913
$3.35K ﹤0.01%
106
2914
$3.33K ﹤0.01%
338
-737
2915
$3.33K ﹤0.01%
262
2916
$3.32K ﹤0.01%
410
2917
$3.31K ﹤0.01%
592
+11
2918
$3.3K ﹤0.01%
187
-32
2919
$3.3K ﹤0.01%
50
-25
2920
$3.29K ﹤0.01%
160
2921
$3.27K ﹤0.01%
325
-247
2922
$3.26K ﹤0.01%
30
2923
$3.26K ﹤0.01%
1,000
2924
$3.25K ﹤0.01%
81
-316
2925
$3.25K ﹤0.01%
383
-1,005
115 116
117
118 119